Customer Success Manager

Job Description

REQUIREMENTS

• 3-5+ years of experience in customer success or a similar customer-facing role within B2B SaaS, Mortgage, Lending, or Fintech
• Proven track record working at early-stage startups (50-200 employees)
• Prior account management or customer management experience
• Bachelor’s degree in Computer Science, Engineering, or a related field (or equivalent experience)
• Outstanding communication skills with the ability to explain technical product features and integrations
• Strong problem-solving capabilities and ability to thrive in a high-growth environment

RESPONSIBILITIES

• Own the relationship with assigned mid-market accounts post-sales, serving as the primary point of contact for kickoff, implementation, and optimization
• Lead client onboarding and configuration projects, collaborating with customer teams for go-live and ongoing support
• Create and deliver training programs for customer teams
• Execute onboarding and implementation for a high volume of accounts (80-100)
• Run periodic business reviews with key stakeholders to drive product adoption
• Partner with Sales on renewals and upsell opportunities
• Document customer feedback and feature requests to inform product development
• Monitor customer metrics and usage patterns to identify expansion opportunities

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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